Managing and reviewing transactions

Everything is editable

Every synced transaction can be edited from the transactions page: change its category, rename the merchant, add tags and notes, or adjust how it counts toward your budget. Zypper categorizes transactions automatically as they arrive; your edits always win over the automatic choice. The one exception is pending transactions: until a transaction posts, its date, review status, and budget settings are locked.

Finding transactions

Search by keyword, or filter by account, amount, category, date range, merchant, tag, review status, or recurring group — filters combine, so you can answer questions like "uncategorized transactions over $100 this month" in a few clicks.

Bulk editing

Select multiple transactions to change their category, tags, or other fields in one action. Bulk changes can be undone immediately after applying if the result isn't what you expected.

The review workflow

Transaction review is off by default. Turn it on with the Transaction review switch under Settings › Preferences; the setting is per person, so each member of a household chooses for themselves.

With review on, newly synced transactions wait for a look — useful when you want to confirm categorization on new activity. A Review transactions button on the dashboard and on the transactions page shows how many are waiting and narrows the list to them. Mark them reviewed as you go, or mark everything matching your current filters reviewed at once, and use the review-status filter to see what's still waiting.

With review off, the review button, the review-status filter, and the review controls on each transaction are hidden. Nothing is lost: what you had already marked reviewed stays recorded, and turning review back on picks up where you left off.

To make your categorization automatic going forward, set up transaction rules.